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Home My WebLink About10-18-11 (2) ~N~lENTORY REGfSTER OF WILLS OF ~aJi~iBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland } SS File Number 21-11-0143 Richard G. Newman, Jr. and Christian H. Newman Personal Representatives} of the Estate of Susan G, McDermott _ __ _ ___ _ deceased, depose(s) and say(s) that the items appearing in the following inventory include all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said inventory represents its fair value as of the date of the decedent's death, and that Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that vrhic ea m a m orandum at the end of thts inventory. ~ I verify that the statements made in this Inven- ~ ~ tory are true and correct. I understand that false state- ' ~~ ~~ ,z_, i d N ,Jr. )~ _ n menu herein are made sub}ect to the penalties of = ~~ ~_ ,_ . _ -, 18 Pa.(:.5. § 4904 relating to unsworn falsification to 1' r-,-, Christian H. Newman '" r_ ____ authorities. ; ; ,.~' c_`.- _.. _ , -- i ,~ Attorney - (Name) GeOPge F DOtagtas, tlt Estl. (Supreme Cour~.D. No.) 61886,•; ~ - ~ _ _ -_,-= 'F~""?' Salzmann Hughes, P.G. _ -_ _ ;Fcr~drpssJ 354 Aiexancter Sprit~t~ road, Suite 1, Carlisle, f'A 17015 __ __ (7r'tepf~arret 717-249-6333 nary. ~~ t>-r+'tr Lrs~ HES,o~c~c~ 405 7oucttstone Drive oECt:or,rsrs soc ser. r,o 01/19/2011 ~~_ Y_~__Carlistc, ~'A 17015 217-36-7171 ______________ FIGURES MtJST BE TOTALED Personal Pr Cash ............................................................................................... Personal Property ........................................................................ StockslListed ................................................................................ StockslClosely Held ..................................................................... Bonds ............................................................................................ Partnerships and Sote Proprietorships ..................................... Mortgages and Notes Receivable ............................................... All Other Property ........................................................................ Total Personal Property ........................................ Total Real Property ................................................ Total Personal and Real Property ........................ 25,161.28 62,859.00 208,606.36 51,318.03 347,944.67 255,000.00 so2,sa4s7 Nr~T[ The Memorandum of real estate outside the Commonx~caltn of Pennsy{vania may, at the election of the personal representative indiute the value of each item, but such figures should not be extentled into the total of the Inventory. (See 20 Pa. C.S.. § 330t(b)t INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland } SS File Number 21-11-0143 DATE OF DEATH LAST RESIDENCE 405 Touchstone Drive DECEDENT'S SOC. SEC. NO. 01/19/2011 Carlisle, PA 17015 217-36-7171 Cash AARP -refund cancellation of membership 69.33 Better Homes and Gardens -refund 15.56 Christian Companion Senior Care -security refund 5,530.00 Delta Dental -refund of unused premium 47.92 Family Circle -refund 12.65 Hachette Filipacchi -refund cancellation of Elle magazine 8.62 Ladies Home Journal -refund 7.19 Lucky -refund cancellation of Lucky magazine 14.98 Massachusetts Mutual Life Insurance Company -home health care from 1/3/2011 to 3,120.00 1/19/2011 Massachusetts Mutual Life Insurance Company -refund of premium overpayment 1,132.34 MML Investors Services -fee adjustment refund 143.21 PA Real Estate -refund of overpaid real estate taxes 1,891.31 Reiman Publications -cancellation of magazine, Birds & Blooms 42.62 Reiman Publications -cancellation of magazine, Birds & Blooms Extra 11.98 The Oprah Magazine -refund 16.48 The Sentinel -refund 17.44 (Attach additional sheets if necessary) Total Personal Property and Real Estate 602,944.67 INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland } SS File Number 21-11-0143 DATE OF DEATH LAST RESIDENCE 405 Touchstone Drive DECEDENT'S SOC. SEC. NO. 01119/2011 Carlisle PA 17015 217-36-7171 Time Inc. Shared Services -refund cancellation of Money magazine U.S. Treasury - 2010, 1040 income tax refund VOGUE -refund Envestnet Tactical Account No. HTM-079316 Prime Fund Daily Money Class NFS Brokerage -Non-Qualified Account BMA-132489 Prime Fund -Capital Reserves Class Total Cash Personal Property 2008 Mazda Convertible MX-5 Miata -VIN JM1 NC26F080150531 Diamond Ring - at appraisal Household Goods at appraisal Jewelry - at appraisal Lalique 6" "Grand Pomme" Apple Steuben 4" Apple Total Personal Property Stocks/Listed NFS Brokerage -Non-Qualified Account BMA-132489 1.64 532.00 28.00 1,304.11 11,213.90 25,161.28 16,000.00 35,000.00 4,150.00 6,410.00 699.00 600.00 62,859.00 -2- INVENTORY REGISTER OF WILLS OF COMMONWEALTH OF PENNSYLVANIA } SS CUMBERLAND COUNTY, PENNSYLVANIA COUNTY OF Cumberland } File Number 21-11-0143 DATE OF DEATH LAST RESIDENCE 405 Touchstone Drive DECEDENT'S SOC. SEC. N0. 01/19/2011 Carlisle PA 17015 217-36-7171 961.0710 American Balanced, Class A 17,491.49 204.5040 American Capital Income Builder, Class A 10,257.92 195.0070 American EuroPacific Growth, Class A 8,176.64 2,573.4020 CB Richard Ellis REIT 25,734.02 800.0000 Citigroup Inc. 3,808.00 150.0000 Dominion Resources Inc. 6,445.50 536.0000 Exxon Mobil Corp 41,936.64 400.0000 General Electric 7,332.00 200.0000 Intel Corp 4,202.00 150.0000 Johnson 8~ Johnson 9,384.00 150.0000 Microsoft Corp 4,270.50 200.0000 Proctor 8~ Gamble 13,070.00 2,000.0000 Rite Aid Corp 2,060.00 3,531.0730 Templeton BRIC Fund, Class A 54,131.35 Non Brokerage Account 30.0000 shares The New York Times Company 306.30 Total Stocks/Listed 208,606.36 -3- INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA } SS COUNTY OF Cumberland } File Number 21-11-0143 DATE OF DEATH LAST RESIDENCE 405 Touchstone Drive DECEDENT'S SOC. SEC. NO. 01/19/2011 Carlisle PA 17015 217-36-7171 fonds Envestnet Tactical Account No. HTM-079316 43.0000 shares (Shares Barclays 1-3 yr CD Bond 28.0000 shares (Shares Barclays 1-3 yr Treasury Bond 46.0000 shares (Shares Barclays 20+ yr Treasury Bond 63.0000 shares (Shares Barclays 7-10 yr Treasury Bond 43.0000 shares (Shares Barclays Intermediate Bond 97.0000 shares (Shares Inc MSC( Australia Index 101.0000 shares (Shares Inc MSC( Switzerland Index 224.0000 shares (Shares Inc MSC( Taiwan Index 85.0000 shares Market Vectors ETF TR Emerging Markets Local Currency 251.0000 shares SPDR Ser TR Barclays Cap High Yield Bond 112.0000 shares Vanguard Bond Index Fund Inc. Total Bond Market Total Bonds Real Estate situate at 405 Touchstone Drive, -Carlisle, South Middleton, Cumberland, PA 17015, see HUD-1 attached Total Real Estate 4,493.93 2,353.12 4,235.22 5,915.70 4,559.72 2,432.76 2,484.60 3,525.76 2,244.00 10,075.14 8,998.08 51,318.03 255,000.00 255,000.00 -4-